+27.5%
HAL vs ACWI
+11.8%
+15.7%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.3% | +3.4% | +3.2% |
| 7D | +6.1% | +2.4% | +3.6% | +5.7% |
| 30D | +2.9% | -1.7% | +4.6% | +3.2% |
| 3M | +3.3% | -3.9% | +7.3% | +3.9% |
| 6M | -16.9% | +0.8% | -17.7% | -16.9% |
| YTD | +21.2% | +11.0% | +10.1% | +16.9% |
| 1Y | +27.5% | +13.1% | +14.5% | +21.0% |
| All | +27.5% | +11.8% | +15.7% | +21.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded ACWI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling